Jonathan Kopman, CIM, CIMA
Jonathan strives to understand and help determine what clients need to meet their financial obligations and dreams. He customizes wealth strategies, investment advice and tax-planning solutions to help clients reach their financial goals and preserve their legacies. With a collaborative and disciplined approach, Jonathan partners with individuals, families, professionals, executives, business owners and charitable foundations in the community.
Jonathan holds the Canadian Investment Manager (CIM™) and the Certified Investment Management Analyst (CIMA) designations. The CIMA designation is awarded following an intensive program through the Wharton School of Business. It provides designates with a deep understanding of how to employ a disciplined investment process using external money managers. Jonathan also has an undergraduate degree in finance, economics and political philosophy.
Jonathan is a passionate tri-athlete who has completed an Ironman triathlon, as well several marathons. The training discipline required to successfully complete each of these races is reflected in the way in which Jonathan manages his clients' investment process.
He is happily married and has two vibrant and creative daughters and two affectionate Australian Labradoodles.
Trevor Stein, CPA, CA, CFP
Trevor holds the Chartered Professional Accountant and Certified Financial Planner designations. His credentials, combined with a blend of experience that began in 1979, qualifies Trevor to be an effective Advisor to our multi-faceted client base. With Trevor's unique understanding of the complexities that our business and professional clients face, he is able to help our clients ensure that their overall business and professional infrastructures are properly designed to minimize taxes and optimize their wealth for generations. Trevor emigrated from South Africa to Canada in 1982. He is the proud father of two wonderful daughters.
Conrad Seguin
Conrad is a Certified Financial Planner® as well as a holder of the Chartered Investment Management designation (CIM). His credentials, in concert with his experience, provide him with the skills to de-complexify investment management and deliver straightforward and unique wealth strategies for clients. Having ski raced for most of his early life, Conrad learned the training discipline necessary to improve and enhance skills. He’s adopted this approach to wealth management and consistently delivers a great client experience.
Conrad understands that the key to building strong successful relationships is truly identifying clients’ underlying motivations and life goals. Driven by unsatiable curiosity, and underpinned by an unwavering commitment to client service, Conrad finds a tremendous amount of purpose in the profound work that we do for our clients.
Outside of the office, Conrad’s two energetic and dynamic daughters keep him and his wife very active.
Nataliia Kuzovych
Nataliia has been with CIBC since 2019 and recently joined SK Financial Group as Client Associate. She has an eye for detail, overseeing important documentation and ensuring all client administrative needs are processed quickly and accurately.
Tanya Werger
Tanya recently joined CIBC Wood Gundy and SK Financial Group as Administrative Assistant after many years in the non-for-profit space. Tanya has experience in project management, stakeholder relations and digital marketing. She brings her friendly and warm demeanor to clients, assisting them with all their financial needs.
In her spare time, Tanya enjoys a great book, a hot cup of coffee and traveling to new countries.
Our partners
We partner with CIBC experts to help address all of your wealth needs.
David Duong, CPA, CMA, CIM, CLU
Wealth Strategist
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Financial Planning Specialist
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Geoff Booth
Estate Planning Specialist
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.
David Duong, CPA, CMA, CIM, CLU
David enjoys working with high-net-worth families, business owners, and senior executives to preserve their wealth through the use of tax, insurance, trust and estate planning strategies.
David draws on his wealth planning experiences to provide a team-based approach by involving a client’s non-CIBC advisors (i.e., lawyer, accountant) and partners at CIBC.
David has a passion for financial literacy and formerly served as an Advisory Board member on CPA Canada's Financial Literacy Program.
- l Certified Financial Planner (CFP®)
- l Fellow of the Canadian Securities Institute (FCSI®)
- l Bachelor of Commerce (B.Comm.)
Michael Teng, CIM, CFP
Michael’s financial planning philosophy stems from more than just learning about your financial goals. It is about understanding you; your values, concerns and aspirations. With years of experience developing diverse comprehensive financial plans for high and ultra-high net worth clients, Michael is able to paint a clear financial picture of your situation and create a roadmap to help you achieve your goals. He is equipped to provide sophisticated advice on various facets of financial planning including tax, retirement, business and estate planning. Having earned his Certified Financial Planner and Chartered Investment Manager designations, Michael has built his career on advising clients for over a decade.
Geoff Booth
Geoff believes that a tailored approach is essential when implementing insurance solutions that are designed to preserve, enhance, transfer and protect the wealth of clients, whether personal or corporately owned.
Geoff has earned many professional designations throughout his career, including the CFP, CLU, CHS and CEA designations. Geoff also earned his Bachelor of Sports Management (BSM) Degree from Brock University.
Geoff resides in Oakville with his wife Jenn and daughter Emma.
Away from the office, you can find Geoff at the cottage with his family or playing recreational sports at the local hockey rink, baseball diamond, or golf course.